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Welcome!

Investing for retirement is an area of interest for me and I trust for you as well. I hope this website will be useful to you in your search for information. If it doesn't give you what you are looking for, don't hesitate to email me at readers@juliejason.com.  


In my columns and on this website, we'll tackle important issues for investors and retirees, such as retirement investing, retirement planning, Social Security retirement benefits, widow's benefits, IRAs, 401(k)s, 403(b)s, charitable remainder trusts, income taxes, estate taxes, tax planning, IRA distribution planning, required minimum distributions, living trusts, testamentary trusts, wills, divorce, prenuptual agreements, and any other issue that concerns you as an investor. 

All my best,

Julie Jason

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